INVESTMENT DASHBOARD: Oversee stocks and assets, evaluate your finances, and establish distinct investment portfolios
Rewritten Article
Discover the Perks of This is Money's Power Portfolio: Your Ultimate Tool for Tracking Investments
Ready to take control of your investments? This is Money's Power Portfolio is the answer, providing a hassle-free way to monitor your finances, far surpassing most DIY investment platform accounts.
Dive in and make waves
Newbies and experts alike, let's jump in. To get started:
- Sign up with This is Money Register for an account to access the Power Portfolio.
- Navigate to your portfolio’s login page After registration, head to the portfolio login page where you can create and name your very own financial powerhouse.
- Add transactions Scroll down and fill in the Add Transaction section. Start typing the name of the company, fund, or other investments, and choose from the results.
- Get organized Divide your portfolio by creating separate pots, making it easier to track your investments in different ways.
Don't doubt its convenience
The Power Portfolio is easy to use, even for beginners. Simply type the name of a company or fund, and choose from the list of options.
Add Other Investments such as foreign stocks, cash, property, cars, or wine to contribute to your total net worth. Although prices will need to be maintained manually as they change over time.
Uncover a treasure trove of information
You can access a wealth of information on the shares in your portfolio, giving you an edge in making informed decisions.
Long-time users, don't hit the snooze button
Rest assured; shares and funds from your old account have been successfully imported into your new Power Portfolio. The old cash function has been replaced with adding multiple Other Investments.
Navigate Your Power Portfolio
- Portfolio Overview View your entire investment portfolio, divided by investment type, on one page.
- News Hub Stay up-to-date with official announcements for your shares, with general news coming soon.
- Allocation Check at a glance the sectors and industries you're invested in.
- Statement Review a ledger of when you added each entry to your portfolio.
- Shares Dive deep into the fundamental data for your holdings.
- Funds Find out whether your funds have hidden charges, are clean, or if you're paying unnecessary fees.
Some Things to Keep in Mind
Missing funds may be listed under the "Other Fund" heading or display the old Citicode. Simply look up and add the fund again using the correct name.
A small bug may prevent you from deleting imported entries. If this happens, re-enter the entry, and then delete it. Our team is working on a long-term fix.
If you cannot log in, clear the cache on your device and use the correct new link: https://investing.thisismoney.co.uk/portfolio
Share prices are updated every few minutes during trading hours, while fund prices are updated once a day. This is Money works tirelessly to bring you the most accurate and up-to-date information.
If you've forgotten your password, you can reset it here.
Contact our team at [email protected] with any issues, putting POWER PORTFOLIO in the subject line.
Finally, hear what long-time users have said about the new Power Portfolio:
- "The new portfolio is easy to use." - Andrew
- "I find the 'Power Portfolio' very useful." - Another Andrew
- "I'm a long-time user and a big fan of your This is Money portfolio tool." - Anthony
- "I find it invaluable." - Barry
Take control of your investments and unleash the power of your portfolio!
- To take control of your investments, consider registering with This is Money and using their Power Portfolio tool.
- After signing up, navigate to the portfolio login page and create your personal financial powerhouse, where you can add various types of investments like stocks, foreign stocks, property, cash, and even unconventional assets like cars or wine.
- Organize your portfolio by creating separate pots, allowing you to track your investing in different ways.
- Discover a wealth of information on the shares in your portfolio to help you make informed decisions in personal-finance and investing.
- Benefit from features like the Portfolio Overview, News Hub, Allocation, Statement, Shares, Funds, and investment tracking to efficiently monitor your investments and stay informed about your net worth.
